See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,021 | $97,757+107.7% | $83,848+142.1% | $135,375+50.0% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -8.69% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $981 | $4,222-76.8% | $3,631-73.0% | $4,779-79.5% |
| Participant deferral / active EE | $3,267 | $4,682-30.2% | $4,082-20.0% | $5,609-41.8% |
| Admin fee / account holder | $1,630 | $6,674-75.6% | $5,478-70.3% | $10,827-84.9% |